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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $341M AUM 2,556 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 177 New 909 Added 960 Reduced 333 Exited
Page 5 of 128  ·  2,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADSK AUTODESK INC Technology 689.0 $204K 0.06% +74.0 +12.0% $296.01 -18.9%
82 SNOW SNOWFLAKE INC Technology 927.0 $203K 0.06% -31.0 -3.2% $219.36 -23.9%
83 JPM JPMORGAN CHASE & CO. Financial Services 625.0 $201K 0.06% +100.0 +19.1% $322.22 -6.0%
84 TECHNIPFMC PLC 4,495.0 $200K 0.06% +357.0 +8.6% $44.56
85 RBLX ROBLOX CORP Technology 2,459.0 $199K 0.06% -752.0 -23.4% $81.03 -43.5%
86 IVES WEDBUSH SER TR 6,166.0 $195K 0.06% NEW $31.61 +17.4%
87 MLM MARTIN MARIETTA MATLS INC Basic Materials 307.0 $191K 0.06% $622.66 -13.6%
88 JCI JOHNSON CTLS INTL PLC Industrials 1,575.0 $189K 0.06% -10.0 -0.6% $119.75 +13.1%
89 DVN DEVON ENERGY CORP NEW Energy 5,146.0 $188K 0.06% -696.0 -11.9% $36.63 +28.6%
90 LLY ELI LILLY & CO Healthcare 174.0 $187K 0.06% +23.0 +15.2% $1074.55 -3.1%
91 WS WORTHINGTON STL INC Basic Materials 5,258.0 $182K 0.05% -377.0 -6.7% $34.62 +13.1%
92 INCY INCYTE CORP Healthcare 1,803.0 $178K 0.05% $98.77 -1.4%
93 VRSN VERISIGN INC Technology 731.0 $178K 0.05% -380.0 -34.2% $242.95 +24.7%
94 PSX PHILLIPS 66 Energy 1,369.0 $177K 0.05% +192.0 +16.3% $129.04 +39.0%
95 MDB MONGODB INC Technology 419.0 $176K 0.05% +36.0 +9.4% $419.69 -24.3%
96 IDHQ INVESCO EXCH TRADED FD TR II 4,902.0 $172K 0.05% -609.0 -11.1% $35.15 +15.1%
97 PNC PNC FINL SVCS GROUP INC Financial Services 817.0 $171K 0.05% -46.0 -5.3% $208.73 +3.9%
98 ORCL ORACLE CORP Technology 873.0 $170K 0.05% -99.0 -10.2% $194.91 -2.6%
99 AVSU AMERICAN CENTY ETF TR 2,209.0 $169K 0.05% +150.0 +7.3% $76.30 +11.4%
100 IQVIA HLDGS INC 747.0 $168K 0.05% +94.0 +14.4% $225.41
Page 5 of 128  ·  2,556 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.0%
Industrials 16.9%
Financial Services 13.2%
Consumer Cyclical 12.8%
Healthcare 11.7%
Consumer Defensive 4.8%
Communication Services 4.4%
Basic Materials 3.4%
Real Estate 2.7%
Energy 2.6%